?
Solved

ACT to EXCEL

Posted on 2011-03-09
13
Medium Priority
?
746 Views
Last Modified: 2012-05-11
Hi,

We just purchased ACT premium.  Is there a way to export Contact, Groups Company, Notes, History, Activity, Sales to Excel?  thx
0
Comment
Question by:mcrmg
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 7
  • 6
13 Comments
 
LVL 30

Accepted Solution

by:
Mike Lazarus earned 1000 total points
ID: 35085056
Contacts, Groups and Companies are easy enough... but Notes, Histories and Activities have fields that are usually to large for Excel.

For different options to import and export to ACT!, have a look at:
http://blog.glcomputing.com.au/2009/07/connecting-to-act-by-sage-data.html
0
 

Author Comment

by:mcrmg
ID: 35085338
I saw this one also, http://www.jltechnical.com/exporter.htm,
which one is better, any ideas? thanks
0
 
LVL 30

Expert Comment

by:Mike Lazarus
ID: 35085398
Six of one, half a doz of the other.... I use itExport and know it better
0
Will your db performance match your db growth?

In Percona’s white paper “Performance at Scale: Keeping Your Database on Its Toes,” we take a high-level approach to what you need to think about when planning for database scalability.

 

Author Comment

by:mcrmg
ID: 35085567
I see, so itExport can support the latest version of ACT>?  thanks
0
 
LVL 30

Expert Comment

by:Mike Lazarus
ID: 35085608
Yes. BTW: What are you trying to export to?
0
 

Author Comment

by:mcrmg
ID: 35085619
Excel  thanks
0
 
LVL 30

Expert Comment

by:Mike Lazarus
ID: 35085641
Why would you want it in Excel?

You do realise that Excel has limits in it's field size and number that ACT! doesn't? It's unlikely to fully read the Notes/History because of this
0
 

Author Comment

by:mcrmg
ID: 35085677
with office 2007, the row should be enough for what we have.  Can itExport do Excel?  thanks
0
 
LVL 30

Expert Comment

by:Mike Lazarus
ID: 35085815
It's the field size that's the big problem.

itExport saves in CSV, which can then be opened in Excel.... if the Notes/history fields aren't to large
0
 

Author Comment

by:mcrmg
ID: 35085936
thank you
0
 

Author Comment

by:mcrmg
ID: 35085943
by the way, where should I install itExport, local or server?  thanks
0
 
LVL 30

Expert Comment

by:Mike Lazarus
ID: 35086218
Usually best to have them where the database is ... less network traffic
0
 

Author Comment

by:mcrmg
ID: 35086224
ok. thx
0

Featured Post

What’s Wrong with Your Cloud Strategy ?

Even as many CIOs are embracing a cloud-first strategy, the reality is that moving to the cloud is a lengthy process and the end-state is likely to be a blend of multiple clouds—public and private. Learn why multicloud solutions matter in this webinar by Nimble Storage.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

I showed you how to use console view (HERE (http://www.experts-exchange.com/articles/18379/Getting-Started-and-Using-the-Salesforce-com-Console.html)) -– but how do you set it up on the admin side of Salesforce? Note that you have to have Admin leve…
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
Progress
Starting up a Project
Suggested Courses

649 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question